Daily Digest

Daily Briefing

Know what happened today before you ask a single question.

Most analytics tools make you go looking for what changed. The Daily Briefing flips that around: open the ChartsyAI Chatbot and it already knows what happened since yesterday, and greets you with it - before you type a single question.

A greeting that already knows what happened

Instead of a blank chat window waiting for a question, opening ChartsyAI gives you a personal 'Hi - here's your daily digest' message built from today's snapshot compared against yesterday's. It's the difference between a tool you have to interrogate and one that just tells you.

This isn't a generic notification. It's calculated from your actual Stripe or Paddle data every single day, so the numbers in your greeting are the same numbers you'd get if you asked for them directly.

What's inside the daily briefing

The briefing covers the handful of numbers that actually move day to day: your current MRR with the change versus yesterday, active subscriber count with its own day-over-day change, new subscribers who signed up today, customers who churned today, subscriptions that renewed today, cancellations due today, failed payments today, and total payments collected with net revenue for the day.

The day's activity is broken out with quick badges so it's readable in seconds - new subscribers and payments collected, churn and cancellations due, renewals, and failed payments are each called out on their own line rather than buried in a paragraph.

Why a daily cadence catches what a dashboard misses

Failed payments and cancellations due today are the kind of problem that's cheap to fix within a day or two and expensive to fix a month later once the customer is already gone. A briefing that appears automatically every time you open the chatbot doesn't depend on you remembering to check a dashboard - it's simply there, every day, with the numbers that matter most.

Because the briefing lives inside the chatbot, every number in it is also a starting point. See a failed payment flagged and ask immediately which customers were affected - no separate report to build.

How it works

1

Connect your Stripe or Paddle account

Link your account via read-only OAuth. Once it's synced, the daily briefing is active automatically - there's nothing separate to enable.

2

Open the ChartsyAI Chatbot

The briefing greets you the moment you open the chatbot - no need to ask for it or navigate anywhere specific.

3

Scan the digest

New subscribers, churn, renewals, cancellations due, and failed payments are each called out on their own line so you can read what happened in seconds.

4

Ask a follow-up question

See something worth digging into - a failed payment, a churn spike? Ask about it directly in the same conversation and get a specific, data-backed answer.

Key benefits

  • Greets you automatically every time you open the chatbot - nothing to schedule or trigger
  • Compares today's snapshot to yesterday's for MRR and active subscribers
  • Surfaces new subscribers, churn, renewals, and cancellations due - all in one place
  • Flags failed payments the same day, while they're still cheap to recover
  • Each metric called out on its own line so it's readable in under a minute
  • Every number is a jumping-off point for a follow-up question in the same chat

Who this is for

The Daily Briefing is for SaaS founders and operators who want a reliable pulse on their business without remembering to open a dashboard every morning. If you've ever found out about a churned customer or a failed payment weeks too late, this is built to close that gap.

Ready to try Daily Briefing?

Connect your data source and get your first insights in minutes - no credit card required.